Objective:
- View who shared a Document?
- Shared
- Document
- Timeline
- Firm Feed
Environment:
- Clio Manage
Additional Information:
For further information, please see the following: How Can I See Who a Document Has Been Shared With?
Procedure:
- Go to the Accounts Dashboard
- Click Firm Feed
- Press Filter
- Press Type
- Select Document
Or
- Go to the Matter
- View the Timeline in the bottom right of the screen
- Press Filter
- Press Type
- Select Document